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TINCX: Templeton Global Balanced A1 (MUTUAL FUND)
Basic Info 2.3 0(0.0%) December 02
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/07/2005 |
| Last Dividend Date: | 09/20/2022 |
| 12-Mo. Yield | 1.85% |
| Expenses | 1.20% |
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Performance Analytics (As of 12/02/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.7 | -12.1 | -10.3 | -3.3 | -2.9 | 1.7 | 2.3 | 3.8 | -3.0 | 1.5 | 7.3 | -9.5 | 12.2 | 5.2 | -2.2 | -0.7 | 17.3 | 18.0 | -5.6 | 14.6 | 28.2 | -24.7 | 10.4 | 21.3 | 0.7 |
| SR | NA | -0.87 | -0.71 | -0.27 | -0.31 | 0.1 | NA | 0.26 | -0.3 | 0.08 | 0.76 | -1.18 | 1.98 | 0.34 | -0.19 | -0.09 | 2.06 | 1.68 | -0.33 | 1.03 | 2.35 | -1.65 | 0.72 | 2.24 | -0.06 |
| DD(%) | NA | 22.9 | 22.9 | 28.0 | 28.5 | 28.5 | NA | 35.9 | 11.3 | 22.7 | 9.0 | 15.3 | 2.8 | 12.5 | 13.6 | 10.0 | 7.6 | 12.0 | 18.9 | 12.7 | 13.9 | 31.3 | 9.3 | 9.0 | 4.7 |
| SD(%) | NA | 16.5 | 16.1 | 14.0 | 12.1 | 11.2 | NA | 11.9 | 10.2 | 15.2 | 7.8 | 9.2 | 5.9 | 14.6 | 11.7 | 8.4 | 8.4 | 10.8 | 17.1 | 14.1 | 12.0 | 15.5 | 10.4 | 8.1 | 5.9 |
| TR | NA | -0.16 | -0.13 | -0.83 | -0.66 | 0.12 | NA | 0.15 | -0.06 | 1.33 | 0.08 | -0.13 | 0.11 | 0.03 | -0.02 | -0.01 | 0.18 | 0.16 | -0.05 | 0.12 | 0.4 | -0.4 | 0.07 | 0.2 | -0.01 |
| Alpha(%) | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | NA | 0.01 | 0.0 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.04 | -0.06 | -0.03 | 0.02 | -0.03 |
| Beta(%) | NA | 0.88 | 0.87 | 0.05 | 0.06 | 0.1 | NA | 0.2 | 0.48 | 0.01 | 0.71 | 0.82 | 1.03 | 1.52 | 1.31 | 1.08 | 0.97 | 1.13 | 1.09 | 1.19 | 0.71 | 0.64 | 1.12 | 0.9 | 0.41 |
| RS | NA | 0.68 | 0.68 | 0.03 | 0.03 | 0.06 | NA | 0.14 | 0.3 | 0.0 | 0.29 | 0.58 | 0.47 | 0.79 | 0.83 | 0.75 | 0.75 | 0.77 | 0.87 | 0.84 | 0.68 | 0.7 | 0.75 | 0.7 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2005
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